HighTower Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HighTower Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,000	Closed	-$23	–	3958
2025 Q3	$23	Buy	+1,000	New	+$87.5K	﹤0.01%	3801
2025 Q2	–	Sell	-400	Closed	-$192	–	3979
2025 Q1	$192	Buy	+400	New	+$35.6K	﹤0.01%	3699
2024 Q3	–	Sell	-200	Closed	-$118	–	3976
2024 Q2	$118	Buy	+200	New	+$18.2K	﹤0.01%	3633
2024 Q1	–	Sell	-6,300	Closed	-$27.1K	–	3999
2023 Q4	$27.1K	Buy	6,300 +6,008	+2,058%	+$543K	﹤0.01%	3372
2023 Q3	$2.02K	Sell	292 -908	-76%	-$87.3K	﹤0.01%	3466
2023 Q2	$299K	Buy	1,200 +900	+300%	+$93.4K	﹤0.01%	2564
2023 Q1	$555	Buy	300 +18	+6%	+$1.88K	﹤0.01%	3322
2022 Q4	$24.8K	Sell	282 -281	-50%	-$28.3K	﹤0.01%	3113
2022 Q3	$16K	Buy	+563	New	+$63.4K	﹤0.01%	2988
2022 Q2	–	Sell	-4	Closed	-$1K	–	3532
2022 Q1	$1K	Buy	+4	New	+$552	﹤0.01%	3380
2021 Q4	–	Sell	-1,200	Closed	-$1K	–	3476
2021 Q3	$1K	Buy	+1,200	New	+$178K	﹤0.01%	3150
2021 Q2	–	Sell	-117	Closed	-$17K	–	3383
2021 Q1	$17K	Buy	+117	New	+$17K	﹤0.01%	2910
2019 Q4	–	Sell	-2,500	Closed	-$5K	–	2531
2019 Q3	$5K	Buy	+2,500	New	+$347K	﹤0.01%	2340
2019 Q2	–	Sell	-500	Closed	-$1K	–	2509
2019 Q1	$1K	Buy	+500	New	+$60.8K	﹤0.01%	2286
2017 Q2	–	Sell	-3,000	Closed	-$2K	–	2324
2017 Q1	$2K	Buy	+3,000	New	+$360K	﹤0.01%	2064
2016 Q3	–	Sell	-2,500	Closed	-$6K	–	1953
2016 Q2	$6K	Buy	+2,500	New	+$330K	﹤0.01%	1730

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors's TLT Position: Q1 2026 in Review

HighTower Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 29% in Q1 2026, buying an estimated $16M and bringing the position to 808,615 shares worth $70.1M. The position accounts for 0.07% of the portfolio, ranked #267.

HighTower Advisors first reported a position in TLT in Q2 2013 and has held it in 50 quarters since. The position peaked at $84.8M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

HighTower Advisors held 808,615 shares of iShares 20+ Year Treasury Bond ETF worth $70.1M as of Q1 2026.
HighTower Advisors bought 181,642 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $16M.
iShares 20+ Year Treasury Bond ETF made up 0.07% of HighTower Advisors's portfolio in Q1 2026, its #267 holding.
HighTower Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 50 quarters since.
HighTower Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $84.8M in Q1 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.